When you create an order or RFQ, a PO Draft or RFQ Draft dialog opens.

1. On the PO Draft or RFQ Draft dialog, do any of the following to add items to your order / RFQ:
   • Select SEARCH CATALOGS.
     1. In the Search Catalog dialog, the Company Items, Project, and any supplier catalogs (if you specified a supplier in when you created the order) are shown. Select where you want to add items from. You can also type in the Search field to find items, and for Project, you can apply a filter.

        If you select Company (Items database) and hover over the icon to the right of an item, it shows the warehouse and available inventory.

     2. Select the item that you want to order, or for Return orders, the item you want to return. Alternatively, if you have permission to do so, you can type in the Search field, then select +Use as entered.
     3. In the dialog that appears, enter the required quantity and any other information - unit price,cost code, budget category, project phase, notes for the supplier.

        For order types other than Rental, if you selected an item from Project (i.e., the BoM), and the project BoM item is linked to a Company Items database item, you can choose which unit price to apply. Select the icon to the right of the Unit Price field, and in the Select Unit Price dialog, choose which unit price to use. Select APPLY. See Project Bill of Materials and Set preferences for the order creation process for additional information.

        For Rental orders, if you add a non-rental item to the order, select FIX NOW to define the item as a Rental Item, which enables you to add the number of rental days etc. The item is defined as a Rental item only on the order; the item type is not changed in the Company items database.

     4. If required, select the paperclip icon (bottom right of the dialog) to add attachments.
     5. Select ADD ITEM.
     6. Select DONE when you have added all required items.
   • Select USE FREE-TEXT. In the Enter Items via Free Text dialog, enter items in the format specified, then select ADD ITEMS.
     Note: You must have permission enabled to use the Free Text option.
   • Select Switch to Table View. Add items by searching for an item in the bottom (empty) row. Once the item is added to the table, enter required values in the table columns – i.e. the required quantity, unit price, cost code, budget category, project phase.
     Note: From Table view you can switch to Search Catalogs; select the + Search Catalogs icon, top right of the table. You can also switch to Free-Text entry; select the Free-Text entry icon, top right of the table.
2. If you are not ready to submit the order / RFQ (or you do not have permission to), continue editing the order / RFQ, or select SAVE & CLOSE; it stays in your My Drafts list. Otherwise, select CONTINUE.